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Shopify
Salesforce

Connect Shopify and Salesforce integrations

Discover the benefits of integrating and automating Shopify and Salesforce. Optimize customer management, improve lead generation, and automate repetitive tasks for effective sales and team communication.

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Create a custom workflow

Synchronize your e-commerce and customer management systems by integrating Shopify and Salesforce with Make, increasing efficiency, productivity, and allowing your business to focus on strategic growth.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Shopify
Trigger: Watch events
Salesforce
Action: Select an action
1. Select a trigger

  • Triggers when a new event occurs in Shopify.

  • Triggers when a new event occurs in Shopify. Allows you to map any event and doesn't require any scopes in advance.

  • Triggers when an order is created or updated.

  • Triggers when a product is created or updated.

2. Select an action

  • Creates multiple records.

  • Creates a new record in an object.

  • Creates a new record or updates an existing one if a matching record is found.

  • Deletes a record.

  • Downloads an attachment or a document.

  • Returns information about a specific record by its record ID.

  • Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.

  • Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.

  • Sends a custom API call to Salesforce with a custom base URL. You can use this to call endpoints that aren't covered by existing modules.

  • Posts a message to a Chatter feed.

  • Updates an existing record in an object.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Integrate Shopify as a trigger and Salesforce as an action with Make to synchronize your e-commerce and customer management processes. When an event occurs in Shopify, such as a new order or customer update, Make can automatically trigger actions in Salesforce, like updating customer records or managing sales pipelines. This automation ensures a smooth flow of data, boosts productivity, and reduces manual tasks, allowing your business to focus on strategic initiatives. Experience the transformation in efficiency and productivity by connecting Shopify with Salesforce using Make.

Adjust an inventory level
Adjusts the inventory level by a relative amount.
Action
Bulk create records (advanced)
Creates multiple records.
Action
Create a customer
Creates a new customer with the provided information.
Action
Create a fulfillment
Creates a fulfillment for a given fulfillment order.
Action
Create a product
Creates a new product.
Action
Create a product variant
Creates a new product variant.
Action
Create a record
Creates a new record in an object.
Action
Create an article
Creates a new article.
Action
Create an order
Creates a new order.
Action
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How to set up Shopify and Salesforce in 5 easy steps

Date

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Duration

Step 1

Start with Shopify connection

Begin by adding Shopify to your automation platform to prepare for connection setup.

Date

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Duration

Step 2

Connect to Shopify using standard integration

Use the typical integration method to link your Shopify store, ensuring you follow prompts to complete the setup.

Date

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Duration

Step 3

Install the required app on Shopify

Proceed by installing necessary applications on your Shopify store as guided to facilitate the connection.

Date

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Duration

Step 4

Add Salesforce to your setup

Introduce Salesforce into your automation plan to allow for connecting with Shopify.

Date

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Duration

Step 5

Finalize Salesforce connection

Complete the connection process by entering essential details and adjusting any personal settings required for Salesforce.

Maximize efficiency: integrate Shopify and Salesforce

Integrate Shopify and Salesforce using the Make platform to automate customer data management, optimize order processing, improve team communication, and enhance lead generation.

Date

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Duration

More effective customer management

Automatically create Salesforce contacts from Shopify customers, reducing manual data entry.

Date

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Duration

Improved lead generation

Convert Shopify orders into Salesforce leads to strengthen your sales pipeline.

Date

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Duration

Real-time order updates

Instantly update Salesforce with new Shopify orders to keep track of sales activity in real-time.

Date

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Duration

Improved team communication

Send notifications via Slack for new Shopify orders, keeping your team informed and responsive.

Popular Shopify and Salesforce workflows

Connect Shopify and Salesforce with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Add new Shopify customers as new contacts in Salesforce

Use this template to retrieve your new Shopify customers and create contacts with the details in Salesforce automatically.

Add new Shopify customers as new contacts in Salesforce
Use template
App Families

Add new Shopify paid orders to Salesforce as leads

Whenever you have paid orders in Shopify, Make will automatically retrieve the contacts and create leads in Salesforce.

Add new Shopify paid orders to Salesforce as leads
Use template
App Families

Add new Shopify customers as new leads in Salesforce

This automation retrieves your new Shopify customers and create leads with the details in Salesforce for you.

Add new Shopify customers as new leads in Salesforce
Use template
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Shopify and Salesforce using Make allows you to automate and simplify your workflows, giving you more time to focus on growing your business. By connecting these platforms, you can effectively manage product inventories, track sales performance, and personalize customer experiences across various channels.

Make provides a flexible integration platform that enables you to connect Shopify and Salesforce with numerous other apps and services without waiting for pre-built integrations. This versatility allows you to create custom workflows tailored to your business needs, improving your operational efficiency and data management capabilities.

While Make is user-friendly and designed for ease of use, some understanding of your business workflows and desired automations can be beneficial. Make offers a visual interface that simplifies the process of setting up integrations, and there are plenty of resources and support available to assist you.

Make stands out due to its comprehensive connectivity options and the ability to customize workflows extensively. This platform enables you to automate tasks, such as syncing Shopify order details with Salesforce contacts, in real-time, thereby increasing productivity and accuracy in managing customer data.